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Microsoft, currently the most valuable company, is having a Nadellaissance

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Re: Microsoft, currently the most valuable company, is having a Nadellaissance

#161

Post by scarface74 »

exelius wrote: post #44
spectramax wrote: post #11

It’s unfortunate to see Microsoft (along with Adobe, etc) expanding into Ads. If nothing else, they could really differentiate and join forces with Apple from privacy standpoint to oppose Google, Amazon and Facebook. Instead, “Intellisense with AI now available on VS Code” is Microsoft’s nice way of saying “We harvest the shit out of your data”. Ah, like a true Ad company. Don’t get me started on Windows 10 telemetry…

Yeah, Apple had the foresight to see the next big thing in tech was going to be privacy. But I think it’s reflective of a larger societal problem: we don’t know who to trust anymore. It seems like every company is trying to scam its users, so Apple is betting that there is a valuable segment of the market willing to pay a premium to do business with a brand that has no ulterior motives past selling you a device at a…

Apple being big into privacy is just a benefit of their business model - they don’t need to make money off a data as a hardware company.

Re: Microsoft, currently the most valuable company, is having a Nadellaissance

#162

Post by jasonlotito »

spectramax wrote: post #140
bovermyer wrote: post #127

Earlier quoted context omitted.

I'm both wary of and hopeful about Microsoft and Google. "Trust but verify" and all that.

I’ve always found this phrase an oxymoron.

It's not. The trust is in the good intentions, the verification is that people do make mistakes. I trust myself, but I still verify my own work.

Re: Microsoft, currently the most valuable company, is having a Nadellaissance

#164

Post by scarface74 »

criddell wrote: post #65
maxxxxx wrote: post #19

Earlier quoted context omitted.

In what way was MS sinking under Ballmer? Maybe they were not exciting but they were super profitable every year. I think it's more about better PR. Not everything is golden at MS now either. I am working on creating a platform for our medical software on Windows 10 and it really makes me want to switch to Linux or iOS. Windows is a big mess of old and new code and attempts of sandboxing like iOS but only half-hearte…

> In what way was MS sinking under Ballmer? In a relative way. If you are going to talk about operating systems, iOS and Android/Linux blew by Windows on his watch despite Microsoft's big head start in the smartphone space. I think that's directly the result of Microsoft not being exciting.

And how much has Android “winning” help Google? From the Oracle trial, it came out that Android has only made Google $21 billion in profit during its entire existence and the largest market for “Android”, China, doesn’t make Google one dime.

Re: Microsoft, currently the most valuable company, is having a Nadellaissance

#165

Post by AdamTReineke »

komali2 wrote: post #142
TheIronYuppie wrote: post #110

Earlier quoted context omitted.

We don't do any training on your data. Telemetry is largely for feature use tracking (eg we should really do better around this component, everyone is using it). There is absolutely no ads overlap at all. Literally none. Disclosure: I work at Azure but not on VS Code

Is there a way we can see what data specifically is being sent to your servers from our local VSCode installations?

(Disclaimer, work at Microsoft. Not on VS Code.) I expect you should be able to run Fiddler or Wireshark or similar traffic sniffers to see the requests.

Re: Microsoft, currently the most valuable company, is having a Nadellaissance

#166

Post by jasonlotito »

spectramax wrote: post #11

It’s unfortunate to see Microsoft (along with Adobe, etc) expanding into Ads. If nothing else, they could really differentiate and join forces with Apple from privacy standpoint to oppose Google, Amazon and Facebook. Instead, “Intellisense with AI now available on VS Code” is Microsoft’s nice way of saying “We harvest the shit out of your data”. Ah, like a true Ad company. Don’t get me started on Windows 10 telemetry…

> but boy they could have gone into Ads with a MASSIVE user base but they chose to limit Ads in the App Store

But they still with with Ads. And they've tried Ads in the past, with iAds. That they failed doesn't mean they didn't try, and doesn't mean they won't try again. Apple is all about advertising. Now, we can discuss how they handle privacy related to ads, but let's not pretend Apple is in no way a contributor to ad ecosystem.

Re: Microsoft, currently the most valuable company, is having a Nadellaissance

#167

Post by bradford »

cjarrett wrote: post #81
avtar wrote: post #68

Earlier quoted context omitted.

> Windows (likely) always could offer better privacy for a fee. You can buy a Windows computer incl. IMO what I paid for my Windows Pro license is already that fee and then some.

Additionally, this was the biggest selling point of Windows Phone. It died, and so did the Security/privacy mindset.

If I'm interpreting you correctly, you're making two points, and neither of them are entirely correct:

1) Microsoft had telemetry in Windows Phone.

2) The security/privacy mindset hasn't died alongside Windows Phone. I think it's actually gotten stronger, GDPR has been the biggest forcing function.

[disclosure: MS employee, but my employer wants me to state that this is my opinion, not that of Microsoft]

Re: Microsoft, currently the most valuable company, is having a Nadellaissance

#168

Post by scarface74 »

partiallypro wrote: post #78
simonebrunozzi wrote: post #15

Earlier quoted context omitted.

I would never, ever underestimate Andy Jassy. I consider him on par with Jeff Bezos, in terms of leadership and execution, if not superior. source: worked at AWS 2008-2014.

Here is AWS's core weakness going forward...they compete with their own cloud customers. From video streaming, to online shopping, to groceries, to logistics...why would I (as a business consumer) want to fund my own competition? Azure competes with none of its own customers, outside of perhaps AI. Amazon is AWS's biggest enemy. Azure and GCS are going to catch up on features, and customers are going to start fleeing…

GCP may catch up on “features” but with Google’s horrible reputation for both poor customer support, and abandoning products, any decision maker should have second thoughts on choosing GCP over AWS or Azure.

Re: Microsoft, currently the most valuable company, is having a Nadellaissance

#169

Post by scarface74 »

max76 wrote: post #28
thrower123 wrote: post #17

Earlier quoted context omitted.

Possible, but from the inside as a Microsoft Partner, it feels like most of the world is just starting to move to the cloud, and when they do, they go Azure, because they are already dependent on Exchange.

Why would someone choose Azure over AWS because they currently use Exchange? An Exchange server can easily be ran inside an EC2 instance inside AWS.

Many IT departments are desperately trying to get away from managing their own Exchange server.

Re: Microsoft, currently the most valuable company, is having a Nadellaissance

#170

Post by scarface74 »

hangonhn wrote: post #154
scarface74 wrote: post #148

Microsoft’s “performance” wasn’t bad by any objective metric during the Ballmer era. If the stock market were rational, MS stock would have been doing a lot better under Balmer than it did. But then again, if the stock market were rational, Lyft would have never been able to go public and Tesla would basically be worthless.

Hang on. Stock market price is suppose to price in future earnings too. So, the price is always to some extend speculative and may look quite divorced from present circumstances. So, if during the Balmer era the price was depressed, it reflects the negative predicted outcome for Microsoft and if it is a bit lofty, it reflects expectations of better days to come for MSFT.

Well it is suppose to be the current value of all future earnings. But the stock market isn’t usually rational.

But like the old saying goes:

“The stock market can stay irrational a lot longer than you can stay solvent.”

There was nothing on the radar between 2000-2007 that even hinted at Microsoft remaining dominant.

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